Odoo CRM: The CRM suite of the most complete ERP on the market

Review Odoo CRM: The CRM suite of the most complete ERP on the market - Appvizer

With over 5 million users, Odoo is the #1 Open Source CRM software! With Odoo CRM, users can get more leads than ever before. Odoo CRM is fully integrated with other applications on the Odoo platform, such as Sales and Inventory, making every aspect of a sale interconnected with every other part of the company. Empower your Sales Team with easy-to-use overviews, reporting, and task scheduling so they can spend more time focused on increasing your customer base!

Integrated Solutions for Boosting Performance

Odoo CRM allows sales teams to easily keep track of their top leads and opportunities. Everything a Sales team needs is fully integrated in one easy to use application meaning they can spend more time selling. Teams have access to:

  • Email integration: Analyze lead quality, make faster decisions, and save time by having customer emails all in one central location

  • Direct Follow-ups: Send follow up messages or schedule follow-up activities right on a lead

  • Recurring Revenue and Renewal Management: Handle renewal requests, cancellations, and more all within the application

  • Outlook Integration: Turn emails received in your Outlook inbox into leads and log their contents as internal notes

  • Action Automation: Automate actions Users manually take during a sales flow.  

  • Lead Searching: Search for leads using a variety of information, such as email, phone number, company name, etc

More comprehensive information at a glance

Thanks to Odoo’s user-friendly Kanban view, Users can quickly track their opportunities pipeline in just a few simple steps. Users get an instant visual overview of their:

  • Sales funnel

  • Next steps

  • New messages

  • Best opportunities

  • Expected incomes

Faster Integrated Marketing 

Odoo’s one-of-a-kind CRM marketing campaign system makes accessing new leads and following up easier than ever before! With Odoo CRM marketing, User can utilize:

  • UTM Fields: Available in Odoo 14 as optional fields on leads/opportunities

  • Automated Campaigns: Create campaigns targeting lead acquisitions, follow-ups, and special offers

Editor: Odoo

Strengths of Odoo CRM

  • Automated next actions
  • Integrated Marketing Strategies
  • User-Friendly Interface
  • Certifications: GDPR

Odoo CRM demo and screenshots

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Odoo CRM customers

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Other features of Odoo CRM

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Odoo CRM pricing and features

Plans & Pricing

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Billing & Invoicing
Quote to Invoice Conversion
Recurrent Billing
Marketing Automation
Automatic Campaign Trigger (trigger, birthday, satisfaction...)
Campaign Scheduling
Campaigns Management
Email Templates
User IP tracking Identification and qualification of companies that visit your website using their IP address and cookie
Sales Force Automation
Access to a Collaborative Database of BtoB Contacts Source of targeted contacts that can be used for sales purpose
Automated Reminders Notification in order to call back a prospect or a customer
BtoB Approach
BtoC Approach
Calls Management On-screen display of information related to an incoming call
Contact Management Editing and follow-up of contacts for a given company
Events History and Follow-Up Account Activity & History
Lead Management Managing prospective customers from generation of leads to their conversion into sales and long-term relationships.
Lead Scoring Prospect qualification
Opportunity Management Deal that can possibly be gained following the qualification of a lead
Sales Lead Lifecycle Management
Sales Process and Pipeline Customer life cycle management
Salespeople Management
Segments / Populations Possibility to group contacts by type
Standardized Mail Allows you to save an email as a standardized response and use it over and over again
Tracking of Sales Proposals Tracking of sales offers that informs you whether or not the document you sent has been read.

Data hosted in the following countries: Belgium, United States of America (USA)

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